- Services are provided under the name Park City Wealth Advisors, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Park City Wealth Advisors, represent the individual’s role with Park City Wealth Advisors, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. This site and the content herein are subject to certain Legal Notices. A copy of MGO One Seven’s current written disclosure brochure filed with the SEC which discusses among other things, MGO One Seven’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Please visit our disclosures page for important disclosures. To check broker background visit this:
- This web site is intended to provide general information about Park City Wealth Advisors and its team. It is not intended to offer investment advice or to recommend the purchase or sale of any investment product. Information is provided to learn about our advisory services and our people as well as to contact us for further information.
- Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. Park City Wealth Advisors does not guarantee the accuracy of the information contained on this web site. The information is of a general nature and should not be construed as investment advice.
- Park City Wealth Advisors will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a copy.
- If you have any questions regarding Compliance and Regulatory information, please Contact Us
- SEC Investor.gov – https://www.investor.gov/CRS
- Investment Adviser Public Disclosure – https://adviserinfo.sec.gov/
Disclosures
Meet Park City Wealth
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” Click below to learn more about Morgan and Park City Wealth Advisors.
Meet Our Team
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
Ready To Enhance Your Lifestyle?
Let’s Connect
Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
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